Founded in 1966, Heitman is an investment management firm focused solely on real estate. Our mission is to lead the evolution of real estate through investments that fulfill the needs of people and communities in a world of constant change. Heitman is headquartered in Chicago, Illinois, with additional offices located in Los Angeles, New York, London, Frankfurt, Luxembourg, Hong Kong, Tokyo, Seoul, and Melbourne.
Heitman LLC is 100% owned and controlled by members of its senior management.
As of 30 June 2024, Heitman manages nearly $50bn in assets across three complementary and functionally integrated business units:
Private Real Estate Equity provides investment management services in North America, Europe and Asia-Pacific, including portfolio analysis and construction, property acquisition and disposition, asset and portfolio management and takeover asset management, to institutional investors. Heitman offers investment opportunities to clients directly through separate accounts and commingled funds. We began managing separate accounts and commingled funds in 1980.
Our approach is customised to achieve our clients’ goals. We focus on three primary strategies: core, core-plus, and value-add.
Real Estate Debt provides insight and strategic investment expertise in structuring and managing structured senior and mezzanine debt investment opportunities in North America to institutional investors and other financial institutions. Our investment team executes and manages all aspects of the investment process from inception to maturity. Heitman offers investment opportunities to clients through separate accounts and commingled funds. We began managing debt investment portfolios in 1966.
As active participants in the industry, we seek to anticipate and capitalise on market trends for our investors. We provide financing solutions that take the form of structured senior bridge loans, construction loans, and subordinated loan structures.
Public Real Estate Securities provides investment management services in North America, Europe and Asia-Pacific to institutional investors seeking investments in publicly traded real estate securities. Heitman incorporates qualitative and quantitative securities analysis to execute our dynamic investment process. Heitman manages separate accounts, as well as a mutual fund, acts as a sub-advisor, and additionally participates in Unified Managed Account (UMA) programs. We began managing portfolios of US public real estate securities for institutional investors in 1989 and global real estate securities in 2006.
We aim to have the foresight to create thoughtful investment solutions, suitable for a variety of investors.
For more information on Heitman, visit https://www.heitman.com/.
Investment principles & strategy
Heitman’s investment process has been honed throughout the firm’s 58 years of real estate investment management (as of 30 June 2024). The firm possesses the full range of investment advisory capabilities – portfolio and asset management, research, acquisitions, capital markets, dispositions, due diligence & closing, financing, valuation, compliance, financial reporting and client service – and provides all these resources to our clients.
Research is an integral part of Heitman’s investment process and the focus of significant corporate resources. Our research specialists are active participants working closely with the portfolio management team from the creation of a client’s investment strategy through the decision to sell an asset. Each specialises in an individual property type and in relevant disciplines, which strengthens their insights into particular markets, metro areas, and assets, as well as their industry relationships within the sector.
We believe Heitman’s various business lines (that include public market professionals, direct property investors, debt investment professionals, and international experts) foster a creative atmosphere within Heitman that translates into an information exchange helping the firm stay abreast of changing conditions in the real estate industry, while maintaining appropriate MNPI barriers. Heitman leverages this information to create innovative strategies and seeks to deliver superior performance for our investors.
COMPLIANCE STATEMENT
Certain Heitman subsidiaries are registered with the appropriate regulatory authorities in the US and abroad and, as such, are subject to applicable regulatory schemes. These operating subsidiaries have implemented their own tailored compliance policies to ensure adherence to governing rules and regulations.
